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Phillips Edison & Company, Inc.

PECO
Exchange
Nasdaq
Industry
Real Estate Investment Trusts
SEC CIK
0001476204

No open-market purchases or sales by Phillips Edison & Company, Inc. insiders were filed in the last 90 days; 447 institutions reported holding it in 13F filings for Q2 2026, worth $4.78B in total; no superinvestor holds it.

13F holders, Q3 2022

Institutional positions in Phillips Edison & Company, Inc. as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
331
−8 vs. Q2 2022
Shares held
83.2M
+965.1K (+1.2%) vs. Q2 2022
Total value
$2.34B
−$411.4M (−15.0%) vs. Q2 2022
New holders
41
111 more added
Sold out
49
114 more reduced

4 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting PECO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2022: 331 institutions
Q1 2021: 6 institutionsQ2 2021: 5 institutionsQ3 2021: 80 institutionsQ4 2021: 95 institutionsQ1 2022: 301 institutionsQ2 2022: 343 institutionsQ3 2022: 331 institutionsQ4 2022: 344 institutionsQ1 2023: 347 institutionsQ2 2023: 365 institutionsQ3 2023: 360 institutionsQ4 2023: 381 institutionsQ1 2024: 363 institutionsQ2 2024: 374 institutionsQ3 2024: 402 institutionsQ4 2024: 403 institutionsQ1 2025: 404 institutionsQ2 2025: 421 institutionsQ3 2025: 403 institutionsQ4 2025: 419 institutionsQ1 2026: 442 institutionsQ2 2026: 447 institutions
Value heldQ3 2022: $2.34B
Q1 2021: $26.4MQ2 2021: $5.79MQ3 2021: $640.8MQ4 2021: $735.6MQ1 2022: $2.37BQ2 2022: $2.75BQ3 2022: $2.34BQ4 2022: $2.68BQ1 2023: $2.73BQ2 2023: $3.38BQ3 2023: $3.31BQ4 2023: $3.61BQ1 2024: $3.54BQ2 2024: $3.18BQ3 2024: $3.77BQ4 2024: $3.85BQ1 2025: $3.83BQ2 2025: $3.79BQ3 2025: $3.58BQ4 2025: $3.87BQ1 2026: $4.06BQ2 2026: $4.78B
Institutions holding PECO and their total value by quarter
QuarterHoldersValue
Q2 2026447$4.78B
Q1 2026442$4.06B
Q4 2025419$3.87B
Q3 2025403$3.58B
Q2 2025421$3.79B
Q1 2025404$3.83B
Q4 2024403$3.85B
Q3 2024402$3.77B
Q2 2024374$3.18B
Q1 2024363$3.54B
Q4 2023381$3.61B
Q3 2023360$3.31B
Q2 2023365$3.38B
Q1 2023347$2.73B
Q4 2022344$2.68B
Q3 2022331$2.34B
Q2 2022343$2.75B
Q1 2022301$2.37B
Q4 202195$735.6M
Q3 202180$640.8M
Q2 20215$5.79M
Q1 20216$26.4M

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Phillips Edison & Company, Inc.; share changes are against Q2 2022.

Institutions holding PECO in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Northwestern Mutual Wealth Management Co13,251$372.0K0.00%+781+6.3%Added
First Republic Investment Management, Inc.13,243$371.0K0.00%−112−0.8%Reduced
GenTrust, LLC13,166$371.0K0.03%00.0%Unchanged
FLC Capital Advisors13,091$367.0K0.13%−877−6.3%Reduced
Laurel Wealth Advisors, Inc.12,907$362.0K0.04%−1,462−10.2%Reduced
ProShare Advisors LLC12,916$362.0K0.00%+68+0.5%Added
Regal Investment Advisors LLC12,732$357.0K0.04%−3,321−20.7%Reduced
ExodusPoint Capital Management, LP12,693$356.0K0.00%+12,693New
Beaird Harris Wealth Management, LLC12,478$350.0K0.08%+12,478New
LexAurum Advisors, LLC12,341$346.0K0.13%00.0%Unchanged
Proequities, Inc.11,874$334.0K0.03%00.0%Unchanged
Ignite Planners, LLC11,407$332.0K0.27%−171−1.5%Reduced
Raleigh Capital Management Inc.11,749$330.0K0.19%+72+0.6%Added
Jane Street Group, LLC11,775$330.0K0.00%+11,775New
Nissay Asset Management Corp11,728$329.0K0.00%+775+7.1%Added
MCF Advisors LLC11,562$324.0K0.04%−5,555−32.5%Reduced
Bank of the West11,442$321.0K0.04%00.0%Unchanged
Glassman Wealth Services11,326$318.0K0.07%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC11,308$317.0K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.11,197$313.0K0.01%+610+5.8%Added
German American Bancorp, Inc.11,118$312.0K0.05%00.0%Unchanged
Foresight Wealth Management, LLC10,977$308.0K0.13%−825−7.0%Reduced
Vivaldi Capital Management, LLC10,790$306.0K0.08%+10,790New
Stableford Capital II LLC10,529$304.0K0.15%00.0%Unchanged
Metropolitan Life Insurance Co10,825$303.6K0.01%−1,419−11.6%Reduced
Alpha Omega Group, Inc.10,769$302.0K0.38%−500−4.4%Reduced
Sheaff Brock Investment Advisors, LLC10,673$299.0K0.04%−1,962−15.5%Reduced
Ronald Blue Trust, Inc.8,926$298.0K0.01%+13+0.1%Added
Handelsbanken Fonder AB10,500$295.0K0.00%00.0%Unchanged
Clark Capital Management Group, Inc.10,456$293.0K0.00%+10,456New
Oliver Lagore Vanvalin Investment Group10,360$291.0K0.19%−1,615−13.5%Reduced
Claraphi Advisory Network, LLC9,676$290.0K0.16%+1,939+25.1%Added
Foundry Partners, LLC10,185$286.0K0.02%−175−1.7%Reduced
M&T Bank Corp10,033$281.0K0.00%+337+3.5%Added
Personal Capital Advisors Corp9,899$278.0K0.00%−703−6.6%Reduced
Mercer Global Advisors Inc10,810$273.0K0.00%−36,750−77.3%Reduced
Axxcess Wealth Management, LLC9,697$272.0K0.03%00.0%Unchanged
Independent Advisor Alliance9,478$266.0K0.02%−200−2.1%Reduced
American Century Companies Inc9,417$264.0K0.00%+1,644+21.2%Added
Ameriprise Financial Inc9,358$262.0K0.00%−1,236−11.7%Reduced
Advisory Services Network, LLC9,353$262.0K0.01%+29+0.3%Added
Pinnacle Financial Partners Inc9,267$260.0K0.01%00.0%Unchanged
Mackenzie Financial Corp9,120$256.0K0.00%−1,036−10.2%Reduced
First Heartland Consultants, Inc.9,094$255.0K0.04%+1,325+17.1%Added
WealthPlan Investment Management, LLC7,632$248.0K0.02%+7,632New
Ellevest, Inc.8,759$246.0K0.02%−2,131−19.6%Reduced
Canton Hathaway, LLC8,744$245.0K0.09%00.0%Unchanged
Rehmann Capital Advisory Group8,687$243.7K0.03%+187+2.2%Added
Redpoint Investment Management Pty Ltd8,569$240.0K0.04%+1,496+21.2%Added
Engineers Gate Manager LP8,381$235.0K0.01%+8,381New
World Equity Group, Inc.8,335$233.8K0.06%00.0%Unchanged
Peak Asset Management, LLC8,214$230.0K0.07%00.0%Unchanged
Prudential Financial Inc8,205$230.0K0.00%+895+12.2%Added
RE Dickinson Investment Advisors, LLC8,100$227.0K0.19%00.0%Unchanged
Cable Hill Partners, LLC8,005$225.0K0.05%−148−1.8%Reduced
Plotkin Financial Advisors, LLC7,961$223.3K0.23%−1,789−18.3%Reduced
Avantax Advisory Services, Inc.7,941$223.0K0.00%−795−9.1%Reduced
IFG Advisory, LLC7,900$221.0K0.02%+1,234+18.5%Added
Capital Advisory Group Advisory Services, LLC7,730$217.0K0.15%+343+4.6%Added
Allspring Global Investments Holdings, LLC7,756$217.0K0.00%+7,756New
Dynamic Technology Lab Private Ltd7,490$210.0K0.02%+7,490New
Allen Capital Group, LLC7,375$207.0K0.05%00.0%Unchanged
Cerity Partners LLC7,392$207.0K0.00%+7,392New
Blair William & Co7,345$206.0K0.00%−1,787−19.6%Reduced
Savant Capital, LLC7,291$205.0K0.01%+7,291New
MML Investors Services, LLC7,195$202.0K0.00%−1,211−14.4%Reduced
Fisher Asset Management, LLC7,161$201.0K0.00%00.0%Unchanged
Pearl River Capital, LLC7,152$201.0K0.04%+7,152New
Wells Fargo & Company6,990$196.0K0.00%−2,705−27.9%Reduced
Van Eck Associates Corp6,753$189.0K0.00%−3,619−34.9%Reduced
Tower Research Capital LLC (TRC)6,721$188.0K0.00%+2,411+55.9%Added
GPS Wealth Strategies Group, LLC5,825$163.0K0.04%+47+0.8%Added
Larson Financial Group LLC5,785$162.0K0.02%−4,693−44.8%Reduced
Gradient Investments LLC5,189$146.0K0.00%+1,133+27.9%Added
Wagner Wealth Management, LLC4,666$131.0K0.10%+4,666New
HHM Wealth Advisors, LLC4,532$127.0K0.03%00.0%Unchanged
Meeder Asset Management Inc4,103$115.0K0.01%−3,013−42.3%Reduced
RWM Asset Management, LLC4,006$112.0K0.03%00.0%Unchanged
Allworth Financial LP3,762$106.0K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.3,333$93.0K0.00%−2,855−46.1%Reduced
Harvest Fund Management Co., Ltd3,139$88.0K0.03%+3,139New
Beacon Capital Management, Inc.3,015$85.0K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.3,026$85.0K0.05%+2+0.1%Added
Howe & Rusling Inc3,000$84.0K0.01%−341−10.2%Reduced
Lazard Asset Management LLC2,717$76.0K0.00%00.0%Unchanged
Whittier Trust Co2,500$70.0K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC1,815$51.0K0.00%−1,907−51.2%Reduced
Central Trust Co1,730$49.0K0.00%00.0%Unchanged
Creative Financial Designs Inc1,646$46.0K0.01%+927+128.9%Added
AdvisorNet Financial, Inc1,580$44.0K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC1,360$38.0K0.01%−609−30.9%Reduced
Chandler Asset Management, Inc.1,347$38.0K0.01%00.0%Unchanged
Prestige Wealth Management Group LLC1,333$38.0K0.01%00.0%Unchanged
Ritter Daniher Financial Advisory LLC1,331$37.0K0.03%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1,296$36.0K0.00%−1,277−49.6%Reduced
Smithfield Trust Co1,249$35.0K0.00%+1,249New
Householder Group Estate & Retirement Specialist, LLC1,263$35.0K0.01%+1,263New
Pinnacle Bancorp, Inc.1,111$31.0K0.01%+1,111New
Covestor Ltd1,032$29.0K0.03%+1,020+8,500.0%Added
US Bancorp1,000$28.0K0.00%00.0%Unchanged